SCHD vs TMAT

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDTMATWinner
Expense Ratio0.06%0.85%
AUM$103.7B$233M
Dividend Yield3.31%0.02%
Holdings10498
YTD Return+24.26%+17.25%
1Y Return+31.38%+19.48%
3Y Return (annualized)+15.08%+25.52%
5Y Return (annualized)+9.72%+4.88%
Volatility (annualized)13.6%28.1%
Max Drawdown-33.4%-58.5%
Fund FamilyCharles Schwab Asset ManagementMain Management ETF Advisors, LLC
CategoryEquityEquity
InceptionOct 20, 2011Jan 28, 2021

SCHD vs TMAT Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Main Thematic Innovation ETF (TMAT) is a ETF from Main Management ETF Advisors, LLC. Over the past year SCHD returned +31.38% while TMAT returned +19.48%. Year to date, SCHD is up 24.26% versus a gain of 17.25% for TMAT.

Over three years, SCHD compounded at +15.08% per year against +25.52% for TMAT; over five years the annualized figures are +9.72% and +4.88% respectively. Across the full 6-year window we track, SCHD has the edge at +11.39% annualized vs +3.44%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TMAT has been the more volatile fund, with annualized monthly volatility of 28.1% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -58.5% for TMAT. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.37. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHD charges 0.06% per year while TMAT charges 0.85%. On a $10,000 position that is $6 vs $85 annually, a gap of $79 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 0.02% for TMAT.

Holdings Overlap

1.0%overlap

SCHD and TMAT share 2 holdings out of 195 unique holdings combined, representing a 1.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SCHDWeight in TMATDifference
ADP2.54%0.51%2.03%
PAYX0.93%0.46%0.47%

Frequently Asked Questions

Which is cheaper, SCHD or TMAT?

SCHD has an expense ratio of 0.06% while TMAT charges 0.85%. SCHD is the cheaper option. On a $10,000 investment, that is $79 per year of difference.

Which performed better, SCHD or TMAT?

Over the past year SCHD returned +31.38% vs +19.48% for TMAT, so SCHD leads on 1-year performance. Over the longest common window we track (6 years), SCHD annualized +11.39% vs +3.44% for TMAT. Past performance does not guarantee future results.

Which is riskier, SCHD or TMAT?

TMAT has been the more volatile fund at 28.1% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs TMAT -58.5%.

Should I hold both SCHD and TMAT?

SCHD and TMAT have a monthly-return correlation of 0.37, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SCHD and TMAT?

SCHD and TMAT share 2 common holdings with a 1.0% weight overlap. Combined, they hold 195 unique securities.

Which pays a higher dividend, SCHD or TMAT?

SCHD yields 3.31% while TMAT yields 0.02%, so SCHD currently pays the higher dividend yield.

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